Affinity Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Hold
2025
Q2
$229K Buy
2021
Q1
Sell
2020
Q4
$230K Sell
2020
Q3
$235K Sell
2020
Q2
$221K Buy
2020
Q1
$203K Sell
2019
Q4
$387K Buy